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Fidelity SAI 2025 SA
I didn't see a thread for this so I am starting one for Fidelity Investments' SAI 2025 summer analyst position. Did anyone hear back?
Opinions on SSGA?
I’m currently looking to break into LO AM from SS ER and am in the middle of interviewing with State Street Global Advisors (SSGA) for an Equity Analyst role on their Fundamental Equities team. I wanted to get some opinions on how they compare with other large institutional asset managers...
Need More Fidelity Information
Hi apes, Please forgive me as I am rather new to WSO and still learning the ropes. Anyways, a bit about myself. I am a rising college senior at a T-50 school in the US (still a non-target). I have some solid internship experience, good grades, and networking abilities. I am currently on the search...
Fidelity Equity Research Associate Summer 2024
Are offers out for fido 2024 equity ra program? Don't see anything posted here so wanted to get a thread going.
Got an offer, what do y'all think?
I got an offer at a BB AM to work in their fund of funds division doing manager research; the base salary would be 90K, with a sign-on on the first check of 15K and End of year bonus of 22.5K. Starting in 2024, I'd be given an annual bonus of around 40-45K. Does this seem good to y'all?
Fidelity ER SA 2023
Didn't see a thread for the Fidelity Equity Research Associate Internship for 2023 so here it is. I have my first round soon and curious if anyone has had there's yet.
Sales and Trading vs Investment Management
I am a beginner to finance looking into various summer internships. I have an interest in stock market investing in particular. I would say the priority for my internship (as it would be for most) is to learn as much as possible whilst also hopefully getting a prestigous name on my resumé to make...
Buy Side Equity Research Associate Comp
Hi, looking for any input on what a buyside equity research associate comp looks like straight from undergrad at Fidelity/Blackrock/T Rowe/Wellington? Looking online there is a wide range of figures. Any input on promotion structure would also be great. Thanks!
(DPZ) Dominos Pizza, Overvalued ($231-$279) Price Target
(DPZ) Dominos Pizza, Overvalued ($231-$279) Price Target Summary Details: Nutritional Diet- Unhealthy long term outcome 10/50 Day moving averages down Growth Rate/ Price Earnings excessive Price to Cash per share overpriced Downward earnings estimates surprise Overbought Stochastics 13D Put/Call...
RE: a question asked of Ken Griffin last week (RE: market-makers)
for someone who doesn't know how all the plumbing works in this process, i had a question about this exchange between Ken Griffin and Rep. Sherman: "Is the Robinhood customer getting the same price as the Fidelity customer?" Sherman asked Griffin. "Congressman, I believe that's an excellent...
Post MBA Internship Decision
Trying to decide between Capital Group, Wellington, T Rowe, Fidelity (FMR), and BlackRock (FAE). Have offers from 3 of those, finals at 2 (post MBA equity analyst), but trying to get ahead of a difficult (and v fortunate) decision. Especially interested in hearing from folks currently in the space....
2021 Fidelity Non-Tech Internship
I just received a hirevue interview from Fidelity for their 2021 undergrad internship program. The description is more "non-tech" though so not asset management/investment focused but more sales/busops/audit/corpfin. Did anyone else get a hirevue from them? Also does anyone have experience or...
When Should You Cash Out of the Market
Investing professionals - when, if ever, do you cash out of your brokerage portfolio? Obviously I am investing for the long term like many others, but say after 5 years, your portfolio has grown around $200k - would it be wise to cash out like $50k and spend it? $150k in the portfolio at 26 isn't...
T Rowe vs Fidelity vs Capital
Interested in the undergrad associate programs for each of these. For Fidelity, I think its the Equity Research Associate position, for T Rowe its the Associate Analyst, and for Capital its the TAP/CAP program. Interested in the following: 1. Role of position/length 2. Conversion to analyst 3....
What are my paths as an intern
Hi, In a few weeks, I will be starting my internship as a financial analyst. My goal is to land IB junior internship because I (believe that) I would genuinely enjoy the work more. However, I of course need to keep my options open. Asset Management is a career that also interests me and I am...
Custodian for Personal Trading: Fidelity, StateStreet
Hi, I am just starting out with personal trading ($5MM), not looking to setup anything sophisticated. In your experience which custodian would be best to hold Stock that I own in my portfolio (crypto in near future)? Would you recommend going ahead with Fidelity, StateStreet etc? Really appreciate...
Questions about getting a job as a PM
Hey everyone. I'm in a top target undergrad and my goal is to eventually become a PM at one of the top AM firms (Blackrock, Fidelity, JPM , UBS, Wellington, etc). Would anyone who's also on this track know the general way to get to the PM level? I've heard it described as simply as Top Undergrad ->...
Canadian AM
Hi everyone, I'm an undergrad student at a Canadian target looking for more information concerning Canadian AM . I'm interested in places like Fidelity, Mawer, Burgundy, Turtle Creek, etc. It is my understanding that these firms hire out of undergrad. Anyone have any info on how these compare in...
Canadian IB vs Buy Side ER Internship
IB at one of the larger Canadian banks versus ER internship at Fidelity. Internship for summer after third year. Thoughts on lifestyle/comp/exits/etc. between these for full time? Long-term goal is asset management.
Fidelity "Non-Tech Internship"?
I applied to the Fidelity "Non-Tech Summer 2018 Internship" about a month ago and just got a Hirevue invite today. Is this their main summer analyst position? Does anyone know what the Hirevue is like? Here is part of the job description: The Purpose of Your Role -Participate in challenging work...
Fidelity or Citi?
Offers from Fidelity in Asset Management as a BA or Citi IB . Interested in impact investing. Wondering what people's thoughts are on what is a better offer.
Advice needed: Offers from Top Performing HF in Hong Kong vs Reputable AM (Fido/Capital/Wellington)
Dear WSO , I currently have two offers and I would like some advice on which one I should pick as I've heard logical arguments for both sides. Goal is to eventually work in a HF but willing to stay in AM if pay is good enough for a very comfortable lifestyle. Background: Completed internships at a...
The Purge - Asset Management Edition
Monkeys, the purge is beginning, and I think this is only the tip of the iceberg. In short, Fido is offering packages to 3,000 workers who meet the 55+10 requirement (55yo + 10y of service), looks to be a year or two of severance, and maybe with some vesting of deferred stuff (an assumption as they...
Fidelity International Reputation
Anyone have a take on Fidelity International's reputation? I'm referring to the non-US brand, not to be confused with Fidelity (FMR) the US brand. Is the brand seen as strong to work at? They seem to run a strong graduate program but would be very interested to hear opinions vs GSAM, JP , BlackRock,...
Fidelity Equity Research - Which team to choose?
Dear all, I am lucky enough to land a summer equity research offer at Fidelity International Hong Kong office. Thanks everyone for your great posts. I will be given a few sector teams to choose from. I was told by my friend that most of the attractive teams have already been chosen, so not many left...
Boston/NYC Equity Associate Comp
I'm looking to find the range of comp for Boston/ NYC associates 3-5 years out of school at top asset management firms in Boston such as Fidelity, Wellington, Putnam, Eaton Vance, etc. I'd also be interested in NYC comp as well. I am pretty sure I'm on the very low end with $155k total comp (100k...
Fidelity - P Test Preparation
Hi guys I've been shadowing WSO for a long time and this is my first post. Really amazed with the insights available on this forum. I'm a junior who just got notification of advancement to Fidelity's P Test, for the Summer Equity Research Internship. As I've never done an equity research interview /...
Fidelity Investments vs Trading Programmes in IBs
I am currently looking at graduate roles at Fidelity and have a few questions with regards to careers there and careers at IBs . 1) How does the path from investment analyst to portfolio manager at Fidelity compare with being a trader at an investment bank (post Volcker rule that is)? 2) How do they...
Fidelity Corporate Finance
Anyone know anything about the Fidelity corporate finance position? Pay, work flow, and exit ops? Is Fidelity a respected name enough to make the change to PE or VC even though it is corporate finance ?
Fidelity Final Round Full Time Decision-ER
Hi WSO , I was wondering if anyone hears back for Fidelity Equity Research Associate Full Time Decision already? I interviewed a while back ago and have not heard back yet. Thank you, Long time WSO
More Prestigious- Retail or PWM?
I have an offer from a large IM firm (250B+ AUM) and have the decision to work in either their retail division or in an investment associate/client facing role in PWM (neither involve any sales). The firm is known for their mutual funds/ ETFs so retail would include the packaging of those. Im...
Mutual Fund- PWM? PB? AM?
Hi, I am interested in a position in the NY office of a private client division of a major mutual fund company (Fidelity/Blackrock/Neuberger/PIMCO/MFS etc.) This is not a position in retail, I would handle customized portfolio management and some client services for HNW clients. I wanted to know...
Recruiting at Fido/Capital/T Rowe
How difficult is it to get a seat at one of these places out of MBA? I assume they only recruit out of the M7 programs but even than, how long are the odds? I'm thinking about going back to school with the intent to pivot to a Top AM firm but I don't have a good grasp for the recruiting process. For...
The Fidelity Contrafund... Not So Contra?
I'll preface this rant by saying that I could totally be missing something, so correct me if this thought process is bullshit. Anyway... I've always made it a point to follow the smartest fund managers just to see what their thought processes were in making the investments they did, and particularly...
Fidelity ER Internship First Round
Hello everyone, So I have a phone screen with Fidelity coming up tomorrow, not with an HR but with an analyst instead. If anyone who had experience having an interview with them PM me or post here about their interview experiences that would be great. I have seen a couple of historical posts about...
Fork In the Road: Finance or Startup
Sorry for the long post. Big decision. Any input would be appreciated.
Fidelity High Yield
Hi all, I just got first round for fidelity high yield, but i haven't been able to find any resources on the general structure of their interview. Has anyone had experience with interviewing with them / can you shed some light on some of the questions they will ask? Also can anyone point to good...
Fidelity (FMR) Equity Sector Specialist (US Based) final round coming up HELP!!!
I have a final round interview for a full-time US based Sector Speicalist position at Fidelity (FMR) coming up next week. I have been went through two phone interviews and finally get an on-site invitation. The HR told me that I will need to take the p-test in house, and then have a few additional...
The Watermark of Wealth
What amount of money would it take for you to feel wealthy? I never used to give this question much thought. As the years have passed and I have spent more time around financial industry players and professionals, the question has slowly crept to the back of my brain. This nuisance has hung around...
Fidelity Worldwide Investment - Moonray Investors Feedback?
I applied to the moonray investors programme of fidelity and had my telephone interview 2 weeks ago. they told me they would come back to me until last friday, but nothing happened. is here someone else how applied to moonray or fidelity? and heard back? AND what are your thoughts, is it a bad sign...
Fidelity ER interview need help
Hi all, I was wondering if anyone can tell me what Fidelity 's 1st and 2nd round interview process are like? I heard fidelity is intense, can someone shed some light?
Fidelity Email Structure
Anyone know? Ive looked all around and can't find. Thanks.
Fidelity Financial Representative - Career Progression
Hey what's up? I will be graduating with a 3.8 GPA in finance from a state school in Texas next month and to be completely honest the job search has been brutal. I've had multiple second round interviews, but no offers. Not that it really matters, but I don't know anyone that is graduating from my...
Fidelity Internship worth it?
Can someone please explain what an internship at a Fidelity Investor center would entail and if its even worth a sophmore summer. Will it develop any an relivent skillset and present leverage for something soild jr year such as banking,consulting, trading ,AM? I would figure the name Fidelity...
Fidelity Research Associate Pay
Hey guys, Just wondering what a first year equity research associate (straight out of undergrad) makes at Fidelity Investments. Supposedly it's competitive with IBanking, but some actual numbers would be greatly appreciated. Thanks!
Fidelity Quantitative Research Analyst
I have an interview coming up for a "quantitative research analyst" role at Fidelity . What is the salary/bonus like for a job like this? Also, what is the typical career path like? Many of my friends tell me that they would take this over any IBD job because people in IBD / PE want to exit to a...
MM IBD vs. Equity Research
I recently received a couple of offers for analyst positions with MM firms (William Blair, Jefferies, etc.) as well as some for equity research positions (Fidelity), and am having a difficult time weighing the pros and cons of each because in some ways they are very different. In 3 or so years, I...
Fidelity Consulting Interview help
Hey I have an interview for consulting business analyst at fidelity coming up and I was wondering if anyone knew what to expect from it. thanks
Fidelity equity trading interview
Hey guys, I got an interview with Fidelity for "equity trading business associate." I was wondering if anyone knew how to prepare for these interviews and what to expect. Also...perhaps what exactly the job is. I assume it is mostly just executing trades for higher ups? Description: This role is a...
Fidelity Structured Products Research Associate
I was just wondering if anyone had any interview experience/or professional experience with Fidelity - or more specifically their Fixed Income Structured Products group. I have an interview with them coming up and from what they told me I have a bunch of interviews in the morning and then if I do...
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